| 5/17/2024 | Beacon Capital Management LLC | 161,373 | $29.12M | 6.0% | -1.1% | 0.626% | |
| 5/17/2024 | Comerica Bank | 10,288 | $1.86M | 0.0% | -51.9% | 0.040% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 4,261 | $769K | 0.0% | -5.3% | 0.017% | |
| 5/15/2024 | Lazard Asset Management LLC | 22,063 | $3.98M | 0.0% | -2.1% | 0.086% | |
| 5/13/2024 | Shakespeare Wealth Management LLC | 200,403 | $36.17M | 10.4% | -1.2% | 0.777% | |
| 5/10/2024 | Rodgers & Associates LTD | 3,470 | $626K | 0.1% | -2.3% | 0.013% | |
|
| 5/9/2024 | Blair William & Co. IL | 21,216 | $3.83M | 0.0% | +0.4% | 0.082% | |
| 5/9/2024 | BHK Investment Advisors LLC | 2,500 | $451K | 0.2% | N/A | 0.010% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 2,085 | $376K | 0.1% | +9.4% | 0.008% | |
| 5/8/2024 | Berkshire Money Management Inc. | 2,930 | $529K | 0.1% | N/A | 0.011% | |
| 5/8/2024 | Cozad Asset Management Inc. | 3,255 | $587K | 0.1% | +3.7% | 0.013% | |
| 5/8/2024 | Bleakley Financial Group LLC | 3,703 | $668K | 0.0% | -19.7% | 0.014% | |
| 5/8/2024 | Heritage Wealth Advisors | 4,678,658 | $844.36M | 30.1% | +140,231.7% | 18.148% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 165,069 | $29.79M | 0.3% | +181.9% | 0.640% | |
| 5/8/2024 | US Bancorp DE | 6,160 | $1.11M | 0.0% | +1.0% | 0.024% | |
| 5/7/2024 | Verus Capital Partners LLC | 1,160 | $209K | 0.0% | -17.1% | 0.004% | |
| 5/7/2024 | Concurrent Investment Advisors LLC | 14,611 | $2.64M | 0.1% | -8.6% | 0.057% | |
| 5/7/2024 | Wealthspire Advisors LLC | 5,553 | $1.00M | 0.0% | +7.8% | 0.022% | |
| 5/7/2024 | Insight 2811 Inc. | 7,875 | $1.42M | 0.7% | +11.5% | 0.031% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,612 | $652K | 0.0% | +57.3% | 0.014% | |
| 5/6/2024 | Advisory Alpha LLC | 3,959 | $715K | 0.0% | +10.9% | 0.015% | |
| 5/4/2024 | Beacon Bridge Wealth Partners LLC | 9,493 | $1.71M | 0.8% | -3.9% | 0.037% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 199 | $36K | 0.0% | +49.6% | 0.001% | |
| 5/3/2024 | Avidian Wealth Solutions LLC | 3,078 | $555K | 0.0% | N/A | 0.012% | |
| 5/3/2024 | Lutz Financial Services LLC | 82,003 | $14.80M | 1.3% | -6.8% | 0.318% | |
| 5/3/2024 | AA Financial Advisors LLC | 32,394 | $5.85M | 2.4% | -2.1% | 0.126% | |
| 5/2/2024 | Mutual Advisors LLC | 27,618 | $4.98M | 0.2% | -26.9% | 0.107% | |
| 5/2/2024 | Salomon & Ludwin LLC | 742 | $134K | 0.0% | N/A | 0.003% | |
| 5/2/2024 | Family Firm Inc. | 25,839 | $4.66M | 1.1% | -5.1% | 0.100% | |
| 5/1/2024 | Connecticut Wealth Management LLC | 47,151 | $8.51M | 0.5% | -1.0% | 0.183% | |
| 5/1/2024 | Janney Montgomery Scott LLC | 19,739 | $3.56M | 0.0% | -1.0% | 0.077% | |
| 5/1/2024 | Blue Trust Inc. | 15,184 | $2.74M | 0.0% | -2.2% | 0.059% | |
| 5/1/2024 | Grant Street Asset Management Inc. | 137,828 | $24.87M | 8.1% | -3.0% | 0.535% | |
| 4/30/2024 | Private Advisor Group LLC | 94,033 | $16.97M | 0.1% | +45.1% | 0.365% | |
| 4/30/2024 | J.W. Cole Advisors Inc. | 4,825 | $871K | 0.0% | +3.9% | 0.019% | |
| 4/30/2024 | Cutter & CO Brokerage Inc. | 2,426 | $438K | 0.1% | +23.0% | 0.009% | |
| 4/30/2024 | Hartline Investment Corp | 1,376 | $248K | 0.0% | N/A | 0.005% | |
| 4/30/2024 | North Star Investment Management Corp. | 21,106 | $3.81M | 0.3% | -2.0% | 0.082% | |
| 4/30/2024 | Arkadios Wealth Advisors | 1,793 | $324K | 0.0% | -9.9% | 0.007% | |
| 4/30/2024 | Caprock Group LLC | 18,422 | $3.33M | 0.2% | +0.4% | 0.071% | |
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| 4/29/2024 | Commonwealth Equity Services LLC | 132,974 | $24.00M | 0.0% | +23.4% | 0.516% | |
| 4/29/2024 | Sierra Capital LLC | 6,553 | $1.18M | 0.2% | -42.1% | 0.025% | |
| 4/29/2024 | RWA Wealth Partners LLC | 11,164 | $2.02M | 0.0% | +714.9% | 0.043% | |
| 4/26/2024 | YHB Investment Advisors Inc. | 400 | $72K | 0.0% | N/A | 0.002% | |
| 4/26/2024 | Mesirow Financial Investment Management Inc. | 79,480 | $14.34M | 0.3% | N/A | 0.308% | |
| 4/26/2024 | Petredis Investment Advisors LLC | 162,339 | $29.30M | 3.5% | -1.6% | 0.630% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 141,860 | $25.60M | 0.1% | +7.6% | 0.550% | |
| 4/24/2024 | Zhang Financial LLC | 47,527 | $8.58M | 0.6% | +110.4% | 0.184% | |
| 4/24/2024 | 1900 Wealth Management LLC | 3,503 | $632K | 0.1% | -14.8% | 0.014% | |
| 4/24/2024 | Newbridge Financial Services Group Inc. | 2,499 | $451K | 0.2% | -22.2% | 0.010% | |
| 4/24/2024 | Simplicity Wealth LLC | 3,703 | $668K | 0.0% | N/A | 0.014% | |
| 4/24/2024 | Spire Wealth Management | 5,284 | $954K | 0.0% | +627.8% | 0.020% | |
| 4/24/2024 | Gemmer Asset Management LLC | 6,015 | $1.09M | 0.1% | N/A | 0.023% | |
| 4/24/2024 | Essex Financial Services Inc. | 8,709 | $1.57M | 0.1% | +19.9% | 0.034% | |
| 4/23/2024 | Rational Advisors LLC | 8,409 | $1.52M | 0.1% | N/A | 0.033% | |
| 4/23/2024 | TrueWealth Advisors LLC | 1,133 | $204K | 0.1% | N/A | 0.004% | |
| 4/23/2024 | Fifth Third Bancorp | 540 | $97K | 0.0% | N/A | 0.002% | |
| 4/23/2024 | Bluesphere Advisors LLC | 12,314 | $2.22M | 1.2% | -6.3% | 0.048% | |
| 4/23/2024 | Principle Wealth Partners LLC | 1,580 | $285K | 0.0% | +12.5% | 0.006% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 152,947 | $27.60M | 0.0% | +711.9% | 0.593% | |
| 4/22/2024 | Confluence Wealth Services Inc. | 2,145 | $387K | 0.0% | +3.9% | 0.008% | |
| 4/22/2024 | PFG Investments LLC | 3,131 | $565K | 0.0% | N/A | 0.012% | |
| 4/22/2024 | Provident Wealth Management LLC | 119,759 | $21.61M | 8.1% | -1.5% | 0.465% | |
| 4/22/2024 | Raymond James & Associates | 71,926 | $12.98M | 0.0% | +9.5% | 0.279% | |
| 4/19/2024 | Kovack Advisors Inc. | 1,190 | $215K | 0.0% | N/A | 0.005% | |
| 4/18/2024 | Silverlake Wealth Management LLC | 3,355 | $605K | 0.3% | -2.4% | 0.013% | |
| 4/18/2024 | Verum Partners LLC | 10,055 | $1.82M | 0.6% | -14.1% | 0.039% | |
| 4/18/2024 | Stordahl Capital Management Inc. | 238,247 | $43.00M | 10.8% | +2.1% | 0.924% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 50,047 | $9.03M | 0.2% | -1.5% | 0.194% | |
| 4/18/2024 | HFG Advisors Inc. | 11,362 | $2.05M | 1.8% | +0.6% | 0.044% | |
| 4/18/2024 | Roberts Wealth Advisors LLC | 1,639 | $282K | 0.1% | N/A | 0.006% | |
| 4/17/2024 | Private Ocean LLC | 1,059 | $191K | 0.0% | N/A | 0.004% | |
| 4/16/2024 | OneAscent Wealth Management LLC | 2,625 | $474K | 0.2% | N/A | 0.010% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 24,724 | $4.46M | 0.0% | +15.9% | 0.096% | |
| 4/15/2024 | Signet Financial Management LLC | 22,666 | $4.09M | 0.6% | -3.9% | 0.088% | |
| 4/15/2024 | Brookstone Capital Management | 22,160 | $4.00M | 0.1% | +10.5% | 0.086% | |
| 4/15/2024 | First Bancorp Inc ME | 13,654 | $2.46M | 1.9% | +4.3% | 0.053% | |
| 4/13/2024 | Von Berge Wealth Management Group LLC | 7,041 | $1.27M | 0.8% | +2.1% | 0.032% | |
| 4/12/2024 | Global Assets Advisory LLC | 21,535 | $3.89M | 0.0% | N/A | 0.097% | |
| 4/12/2024 | Lane & Associates LLC | 47,239 | $8.53M | 5.4% | +1.8% | 0.213% | |
| 4/11/2024 | SignalPoint Asset Management LLC | 17,758 | $3.21M | 0.9% | N/A | 0.080% | |
| 4/11/2024 | RFG Advisory LLC | 2,663 | $481K | 0.0% | -64.9% | 0.012% | |
| 4/9/2024 | Ferguson Wellman Capital Management Inc. | 1,109 | $200K | 0.0% | N/A | 0.005% | |
| 4/9/2024 | Mather Group LLC. | 3,667 | $616K | 0.0% | +135.5% | 0.016% | |
| 3/28/2024 | Newbridge Financial Services Group Inc. | 3,211 | $539K | 0.3% | +32.3% | 0.014% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 1,649 | $277K | 0.0% | +44.9% | 0.007% | |
| 3/21/2024 | Grayhawk Investment Strategies Inc. | 158,730 | $26.66M | 13.8% | -10.3% | 0.714% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 4,501 | $756K | 0.0% | +5.6% | 0.020% | |
| 3/14/2024 | Leo Wealth LLC | 1,608 | $270K | 0.0% | N/A | 0.007% | |
| 3/8/2024 | ICA Group Wealth Management LLC | 405 | $68K | 0.0% | N/A | 0.002% | |
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| 3/1/2024 | Goldman Sachs Group Inc. | 167,693 | $28.17M | 0.0% | +86.6% | 0.754% | |
| 2/28/2024 | EP Wealth Advisors LLC | 618 | $104K | 0.0% | N/A | 0.003% | |
| 2/21/2024 | Garde Capital Inc. | 29,257 | $4.91M | 0.4% | N/A | 0.132% | |
| 2/20/2024 | Clarity Capital Partners LLC | 2,889 | $485K | 0.3% | N/A | 0.013% | |
| 2/15/2024 | Petredis Investment Advisors LLC | 164,985 | $27.71M | 3.6% | -2.3% | 0.742% | |
| 2/15/2024 | Guardian Wealth Management Inc. | 1,461 | $245K | 0.2% | +104.3% | 0.007% | |
| 2/14/2024 | Pathstone Holdings LLC | 206,123 | $34.62M | 0.2% | N/A | 0.927% | |
| 2/14/2024 | Barometer Capital Management Inc. | 4,600 | $773K | 0.2% | -27.0% | 0.021% | |
| 2/14/2024 | MGO One Seven LLC | 40,746 | $6.84M | 0.4% | +1,601.3% | 0.183% | |
| 2/14/2024 | Evercore Wealth Management LLC | 6,304 | $1.06M | 0.0% | -20.8% | 0.028% | |
